While we often discuss the financial realities of retirement and generating income or growth in an efficient manner while being aware of tax and other risks, we very rarely discuss the emotional aspects of retiring which, of course, can be huge. Are you ready to leave your career for something new and unchartered? Have you allowed yourself the time and preparation to prepare for the non-financial aspects of retirement? We have lots of great questions and areas to shed light on your situation, whether you are thinking of retiring or already retired.
Also, Heidi will cover the details of HSA plans for pre- and post-retirees who have access to this significant tax-advantaged account. And Deann will offer us many pertinent stats related to the current economy and you!
Tune in and take control!